The Decisive Podcast: Insights and analysis to empower confident decision-making‪.‬ S&P Global Market Intelligence

Welcome to The Decisive podcast, where our experts provide insights and analysis to empower confident decision-making. The Decisive merges the Economics & Country Risk and Maritime & Trade Talk podcasts. 
In this episode, we dive into the recent election in South Africa and its potential impact on the country's business landscape. Joining host Kristen Hallam for this insightful discussion is Lange Malimela, senior Africa analyst on the Country Risk team at S&P Global Market Intelligence. 
We start with background on the African National Congress (ANC) and its dominance in South African politics over the past 30 years. Lange discusses the ANC's decline in electoral fortunes and the emergence of breakaway parties like the Economic Freedom Fighters. 
The conversation then turns to the policy priorities of the new coalition government and how they may influence the business environment. They explore the government's efforts to include the private sector in addressing infrastructure issues. 
Listen to our podcast episode on elections to watch in 2024:
https://tinyurl.com/ucrzmx48
Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

We analyze the recent election results in India, the world's largest democracy, and the potential impact on the country's business environment and on the broader geopolitical landscape.
What are the new coalition government's policy priorities? Where can we expect policy continuity, and where might we see change? 
Featured expert:
Deepa Kumar, Head of Asia-Pacific Country Risk
https://www.spglobal.com/en/research-insights/experts/kumar-deepa
Listen to our podcast episode on elections to watch in 2024:
https://tinyurl.com/ucrzmx48
Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

We analyze the recent election results in Mexico and their potential impact on the country's business environment and geopolitical landscape. Our experts discuss what the ruling MORENA party's victory in the presidential election and its success in state governorships and Congress mean for the legislative agenda, the economic outlook, and foreign policy. 
Featured experts:
Jose Enrique Sevilla-Macip, senior analyst for Latin America
https://www.spglobal.com/en/research-insights/experts/macip-jose
Rafael Amiel, director of Latin American and Caribbean economics
https://www.spglobal.com/en/research-insights/experts/amiel-rafael
Read our blog for more on Mexico's elections:
https://tinyurl.com/2jsezhhr
Listen to our podcast episode on elections to watch in 2024:
https://tinyurl.com/ucrzmx48
Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

In episode 220, our economists went beyond the monetary policy questions of when and how much to the implications of these pivots for businesses.

In this episode, we delve further into the different narratives presented by central banks that are raising interest rates instead of cutting or looking to cut them, particularly in Turkey, Russia and Japan. 
Featured experts: 
Harumi Taguchi, principal economist, Asia-Pacific economics 
https://www.spglobal.com/en/research-insights/experts/taguchi-harumi

Shuchita Shukla, senior economist, European economics
https://www.spglobal.com/en/research-insights/experts/shukla-shuchita

Learn more about our May 2024 economic update:
https://tinyurl.com/5xuenr38
Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

Our economists share their perspectives on inflation, interest rates, and central bank policies. Gain valuable insights into the Fed's cautious stance and their focus on waiting for more inflation data. Explore the forecast for interest rate cuts in the eurozone and the potential impact on credit conditions and demand.
We also discuss the vulnerability of currencies in emerging Europe to global pivots in monetary policy and the need for caution in domestic monetary policy conduct. Plus, we examine the Bank of Japan's efforts to achieve sustainable inflation and the indicators that could signal changes in their monetary policy decisions. 
Featured experts: 
Ken Wattret, vice president, global economics 
https://www.spglobal.com/en/research-insights/experts/wattret-ken

Lawrence Nelson, senior economist, US macroeconomics 
https://www.spglobal.com/en/research-insights/experts/nelson-lawrence

Diego Iscaro, head of European economics 
https://www.spglobal.com/en/research-insights/experts/iscaro-diego

Harumi Taguchi, principal economist, Asia-Pacific economics 
https://www.spglobal.com/en/research-insights/experts/taguchi-harumi

Shuchita Shukla, senior economist, European economics
https://www.spglobal.com/en/research-insights/experts/shukla-shuchita

Learn more about our May 2024 economic update:
https://tinyurl.com/5xuenr38
Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

We delve into the remarkable growth of Guyana's economy, which has been the fastest growing in the world for several years. Fueled by its booming oil and gas sector, Guyana's real GDP is projected to increase by 45% in 2024.
Our senior economist provides insights into the factors driving this growth, including the rise in oil production and the government's focus on infrastructure and economic diversification. We also discuss the potential impact on inflation, foreign direct investment, and the stability of Guyana's currency. Join us to gain valuable insights into the forces shaping Guyana's economy and the opportunities it presents for businesses.
Featured expert:
Nicolás Suárez, senior economist, S&P Global Market Intelligence
https://www.spglobal.com/en/research-insights/experts/suarez-nicolas
Read our blog post on Guyana's economy:
https://www.spglobal.com/marketintelligence/en/mi/research-analysis/the-worlds-fastest-growing-economy.html?utm_source=GIA&utm_medium=blog&utm_campaign=secontent&utm_id=PC024015

Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/